TheAlchemicScholar

Finance Expert | Markets and Investments - views are my own; DYOR.

[TheAlchemicScholar @AlchemicSage]

@ledamalekina WE DONT CREATE VALUE!
And we overtax capitalism providing a disincentive to take risk…!
We also overtax employment reducing consumption which has an impact on investment.

And then lastly, we have Govt corruption that sucks out the multiplier effect of our govt exp!!

[TheAlchemicScholar @AlchemicSage]

@TGatero @moneyacademyKE Don’t overcomplicate things. These guys are dumb and they don’t know laffer curve or Phillips curve. They just see historical numbers on a spread sheet at type 10% and see new figures and decision made.

[TheAlchemicScholar @AlchemicSage]

@WillKnocker @sanzi_jamieh May be true, but it’s a perverted revenue raising method. Other choices are available, but hunting is akin to allowing European pedos molest kids in the Coast since it helps the families and communities raise money.

Negative externalities of hunting are far worse.

[TheAlchemicScholar @AlchemicSage]

@EAukot @kipmurkomen @KenyaPower Reasoning like a 4 year child!
A power outage is no reason for an Airport to go dark. That was mismanagement.

If you can’t connect these dots then you have no mental capacity to shoot for any leadership positions!

[TheAlchemicScholar @AlchemicSage]

@cheruiyotkb There are simply no real disposable incomes for majority salaries workers.
With 30% PAYE @ 30K, 12% NSSF, 3% Housing.

And to invest in:
Kenyan stocks: mostly crap.
Real estate: illiquid.
Businesses: you’re either employed, or run a business. Can’t do both.

[TheAlchemicScholar @AlchemicSage]

@chainlink @SergeyNazarov LUKSO + CCIP will probably be a game changer!

@lukso_io

[TheAlchemicScholar @AlchemicSage]

@MuroCrypto @veH0rny It’s just not ethical for someone with 300K follower to discuss a 100K liquidity project.

Everything else you’ve said is BS.
Community - jokes!
4H Pin Bar - jokes!

Entirely irrelevant to the evidently PND set up. Whether intentionally or not.

[TheAlchemicScholar @AlchemicSage]

@jumaf3 The messed up this is @DCI_Kenya @IG_NPS won’t do anything until the uproar is large enough.

So much for ‘independence’ of police! Our investigative agencies are as crooked as they come - and which is why we shall always be a failed nation.

[TheAlchemicScholar @AlchemicSage]

@MwangoCapital You know it. There shall be no maintenance, no spares, no nothing.

This thing will breakdown within 6months and will be another waste of our taxes.

[TheAlchemicScholar @AlchemicSage]

Something @DavidNdii and his team can never answer. Esp since they have all but accepted that they will continue the pilferage and stated they are not running on an anti corruption agenda.

[Herman Manyora @HManyora]

If Uhuru and his family STOLE public money, why can’t the government ARREST and charge them? Or is government AFRAID? Is government too WEAK to deal with Uhuru?

[TheAlchemicScholar @AlchemicSage]

@DavidNdii Chief Economist.
How’s Hustler Fund going? You guys think you know better than the private sector and now govt is borrowing at 13% t-bill and loaning at 9% to ‘hustlers’ who are still defaulting! Awesome economic move 👍🏽 @MwangoCapital

https://t.co/kzXsCiplUm

[TheAlchemicScholar @AlchemicSage]

@DeFiMann @Styliann_ @tokenterminal The ONLY correct answer is fees for token holders if you want to use P/E ratio.

Otherwise come up with another valuation model.

And yes P/E of lower than 10 is good.
But there are other risks like platform being hacked to keep in consideration.

[TheAlchemicScholar @AlchemicSage]

@MissNasike @Mzinduzi We have a CS trade that doesn’t understand free market economics.
We have a CS Treasury who thinks tax increases will boost the economy.

… and a leadership that thinks a levy for everything (housing, import, construction etc) is the way out of our myriad employment issues.

[TheAlchemicScholar @AlchemicSage]

@SamsonOgola Only a moron thinks that a vending machine = cheap cooking oil!

Cheap cooking gas was done right - reduced taxes.
Cheap fertiliser was also done right - via subsidy.

If you can’t see the stupidity in the vending machine idea god help you!

[TheAlchemicScholar @AlchemicSage]

@mwandokamau @paulinenjoroge @rigathi @KIMANIICHUNGWAH @NdindiNyoro And just because c. Is true doesn’t negate that a. was a ‘deal making’.

and our FX problem is because this govt refuses to reduce expenditure - it’s their turn to eat as well.

KNTC is entirely a deal making entity.

[TheAlchemicScholar @AlchemicSage]

@mwandokamau @paulinenjoroge @rigathi @KIMANIICHUNGWAH @NdindiNyoro So you’ve chosen to deflect from the main points and now taken the debate to a totally different topic.

a. Petroleum ‘deal’ was BS.
b. FX is not controlled by NCBA.
c. Yes fertiliser subsidy was a good thing and we expect a good harvest.

[TheAlchemicScholar @AlchemicSage]

@mwandokamau @paulinenjoroge And IMF is here to protect their interests. Which means they won’t sit back and allow Ruto’s cronies to bankrupt the nation similar to Uhuru.

If you think Ruto didn’t benefit heavily from UhuRuto regime in creating this mess we’re in, you’re delusional.

[TheAlchemicScholar @AlchemicSage]

@mwandokamau @paulinenjoroge Bro is excusing ‘creative’ with deal making. All they achieved was single sourcing petroleum price for 6 months. The ‘winner’ of that tender must have been very happy.

It achieved nothing for Kenya - Ksh is back to trading at 145.

[TheAlchemicScholar @AlchemicSage]

@DeFiMann @tokenterminal Since most of the value accrual is to LPs and not GMX token; your point is lost.

The FCF towards the token is all that matters. fees paid to LPs is a COGS.